Hubflo by Codex Solutions International

hubflo is an all in one client portal and operating system for service firms, streamlining onboarding, collaboration, invoicing, and client workflows integrating with make com enables powerful workflow automation and seamless data exchange across business tools and client management processes this is ai generated content based on official hubflo documentation the content may still contain errors—please verify important information if you have questions, contact https //www hubflo com/ directly how to get support on hubflo hubflo is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=hubflo\&app slug=hubflo community\&app unique id=hubflo kx79na requirements to use the hubflo app in make, you must have an active hubflo account and an api key, https //www hubflo com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/hubflo community/ click the install button follow the on screen instructions to complete the setup connect hubflo and {{product name}} to get started, you must first create a connection between hubflo and {{product name}} , allowing the two services to communicate you can connect using the following method api key api key instructions you need to generate your api key navigate to the integrations settings panel click on the generate key button if you do not already have an api key copy the generated api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=hubflo\&app slug=hubflo community\&app unique id=hubflo kx79na create the connection in {{product name}} https //www make com/en/register , add the hubflo module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your hubflo or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page hubflo modules after connecting to the hubflo app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a company adds a new company to your system by creating a company record with the details you provide create a contact adds a new contact to your chosen platform, allowing you to store and manage their details efficiently create a form retrieves the form that you have created, allowing you to access its details and settings get a company retrieves detailed information about a specific company get a contact retrieves detailed information about a specific contact get a form retrieves and displays the details of a specific form, allowing you to view all its fields and settings get all workspaces of a contact retrieves a list of all available workspaces, allowing you to view and manage the different workspaces within your account list all companies fetches a list of companies from your account, allowing you to view and manage company details list all contacts retrieves a list of contacts from your account, allowing you to access their details for further use in your scenarios list all forms retrieves a complete list of all the forms available in your account, allowing you to view and manage each one make an api call perform a custom api request to connect with and interact directly with the app’s api, allowing you to access features or data not covered by the standard modules update a company updates the details of an existing company, allowing you to modify information such as the company's name, address, or other relevant fields update a contact updates the details of an existing contact, allowing you to modify information such as name, email, phone number, or other contact fields update a form updates an existing form with new information or changes to its fields and settings templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} hubflo resources you can have access to more resources related to this app on the following links https //www hubflo com/ https //support hubflo com/en/ https //hubflo readme io/reference/the hubflo api https //www make com/en/integrations/hubflo community